Dec 12, 2020

Portfolio Analyst

  • Professional Diversity Network
  • Houston, TX, USA

Job Description


JOB SUMMARY Responsible for performing general support functions for Portfolio Managers in the servicing of multiple portfolios of commercial real estate loans. Conducts research and financial analysis of commercial real estate properties, loans and portfolios. ESSENTIAL DUTIES AND RESPONSIBILITES Conducts research and financial analysis of commercial real estate properties, loans and portfolios. Assists with data compilation for lender decisions. Makes presentation of analysis that will be used for investment decisions. Assists Portfolio Managers by performing tasks involved in monitoring the performance of assigned commercial real estate loan portfolios. Provides general customer service to clients and related contacts. Prepares various monthly and quarterly reports for portfolios. Other duties may be assigned.SUPERVISORY RESPONSIBILITIES No formal supervisory responsibilities in this position.

QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION and EXPERIENCE High School diploma or General Education Degree (GED) required with a minimum of 3 years related experience. Bachelor's degree from a four-year college or university preferred. CERTIFICATES and/or LICENSES NoneCOMMUNICATION SKILLS Ability to comprehend and interpret instructions, short correspondence, and memos and ask clarifying questions to ensure understanding. Ability to write routine reports and correspondence. Ability to respond to common inquiries or complaints from clients, co-workers, and/or supervisor. Ability to effectively present information to an internal department and/or large groups of employees.FINANCIAL KNOWLEDGE Requires basic knowledge of financial terms and principles. Ability to calculate simple figures such as percentages.REASONING ABILITY Ability to understand and carry out general instructions in standard situations. Ability to solve problems in standard situations. Requires basic analytical skills.OTHER SKILLS and ABILITIES Intermediate skills with Microsoft Office Suite products such as Word, Excel, Outlook, etc. SCOPE OF RESPONSIBILITY Decisions made with general understanding of procedures and company policies to achieve set results and deadlines. Errors in judgment may cause short-term impact to co-workers and supervisor.




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